Passive Investing and Financial Advisory Fees with Rick Ferri
In today's podcast, we talk with investment analyst, advisor, and author, Rick Ferri. We discuss his books, passive investing, real estate, AUM fees, and more!
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
In today's podcast, we talk with investment analyst, advisor, and author, Rick Ferri. We discuss his books, passive investing, real estate, AUM fees, and more!
Today we discuss the pros/cons of value averaging, the right time to buy a Ferrari, pensions, using a single mutual fund for all your investments, and more!
Today we interview William J Bernstein, MD. We talk his "Four Pillars of Investing," history of finance, future stock returns, real estate, gold, and lots more!
Take advantage of the window of opportunity between accumulation and distribution in retirement. Use partial Roth conversions and keep more of your money.
Am I buying Bitcoin now that it is 83% off? Nope. It's still just as dumb of an investment as it was at its peak and before its rise.
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It's critical for an investor to examine five major categories of investment-related costs and reduce them wherever possible for maximum returns.
Qualify for the new pass-thru business (199A) deduction? You may have a new reason to use the Mega Backdoor Roth IRA for big tax protection.
Fallen prey to the tricks of a financial salesman? Here's how to fix the mistakes these "advisors" have left you with and get your finances back on track.
Investors that focus on investing in dividend stocks are making 5 critical errors. Learn how to avoid these mistakes and build a better portfolio.
This guest read Form ADV 2 public disclosure documents for 53 investment advisory firms. What he found is very revealing and can save you a lot of money.
If you're making money, you need a financial plan in place. Know when to hire a financial planner or to do it yourself. Also talking foreign retirement, benefits and job hunting, REPAYE vs. Paye for PSLF, and lots more!
Using current market valuations to predict future returns can be a difficult exercise, but if you truly expect low future returns, there are a few things you can do about it.
Don't kid yourself, there is no free lunch associated with a 401(k) loan. Find out why savvy investors rarely use them.
When you know a financial advisor is giving you crummy advice, how do you break up with them? Also talking about running a dental practice, REITs, and more!
Which is the superior investing account when you compare a 401(k) vs HSA? We run the numbers so you can make the best decision for your savings goals.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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